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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,242 | $103,038-88.1% | $90,324-86.4% | $152,909-92.0% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 4.62% | 95.25%-90.6pp | 78.15%-73.5pp | 345.46%-340.8pp |
| Employer contribution / active EE | $1,451 | $3,141-53.8% | $2,856-49.2% | $4,764-69.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,077 | $6,177-66.4% | $5,356-61.2% | $11,601-82.1% |